Customer
Sees only their own onboarding projects.
- Pages
- Home, My kickoff tasks, My documents, My onboarding projects, Key dates, Help center
- Can start
- Upload document
My kickoff tasks
Kickoff tasks
2 of 8 done- Add a task
Customer onboarding portal with kickoff checklists
A customer onboarding portal is where each new customer works through their kickoff tasks and uploads the documents setup needs, while the onboarding team sees every account's progress and each customer sees only their own.
Pattern: ChecklistsDescribe it to Pory
“We sell booking software to clinics. Each new customer should get a kickoff task list and a place to upload documents, and see only their own onboarding, while our onboarding managers see every account.”
Viewing as
In plain English
How Pory sets it up
Pory gives every customer and onboarding manager a sign-in of their own. Each customer sees only their own onboarding projects. It covers kickoff tasks & documents. Onboarding projects, kickoff tasks, documents, key dates, invoices, shared files and slotwise team live in Pory's own database, so there's no spreadsheet to keep in sync.
What it does
New customers check off kickoff tasks without a status call
Kickoff used to be a welcome email with twelve steps, and a weekly call to find out which ones had happened. In Pory each customer signs in to their own kickoff tasks, each with a due date, and checks them off as they go: appointment types chosen, front desk invited, reminder texts approved. The onboarding manager sees progress without booking another check-in.
ChecklistsDone by: Customer
Customers upload the order form and staff list straight to their onboarding
Documents used to arrive as attachments scattered across a month of emails. In Pory the customer uploads each file to their own documents list, picking what it is and which clinic it's for, and the onboarding team finds it on the account. Nobody searches an inbox for "staff_list_FINAL2.xlsx" the day before go-live.
File uploadsDone by: Customer
Each clinic signs in to its own onboarding and nobody else's
Sharing onboarding progress used to mean a tracker spreadsheet with every customer on it, which could never be sent to any of them. In Pory each customer signs in and sees only their own onboarding projects, go-live dates and status. The onboarding manager keeps one list of every account, and no customer glimpses another clinic's name.
Client-only accessDone by: Customer
Who sees what in a customer onboarding portal
Every person signs in to their own view. This is what each role in the demo gets.
Onboarding manager
Sees every onboarding project in the portal.
- Pages
- Home, Onboarding projects, Kickoff tasks, Documents, Key dates, Invoices
What’s in the customer onboarding portal template
The tables and fields Pory sets up for this portal. Describe your own version and change any of them in the editor.
Onboarding projects
- Clinic (text)
- Go-live date (date)
- Status (choice: Kickoff, Setting up, Training, Live, On hold)
- Onboarding manager (link)
- Plan (choice: Starter, Practice, Group)
- Clinicians (number)
- Customer (link)
- Manager notes (long text)
Kickoff tasks
- Task (text)
- Due (date)
- Clinic (link)
- Customer (link)
- Done (yes/no)
Documents
- Document (text)
- Type (choice: Order form, Business associate agreement, Staff list, Logo & branding, Phone number transfer)
- Clinic (link)
- File (file)
- Notes (long text)
- Status (choice: Requested, Uploaded, Checked)
- Needed by (date)
- Customer (link)
Key dates
- What (text)
- Date (date)
- Kind (choice: Kickoff call, Training, Go-live, Check-in)
- Clinic (link)
- Who and where (text)
- Status (choice: Booked, Done)
- Customer (link)
Invoices
- Invoice (text)
- Clinic (link)
- Issued (date)
- Due (date)
- Amount ($) (number)
- Status (choice: Issued, Paid, Overdue)
- Customer (link)
Shared files
- File (text)
- Kind (choice: Setup plan, Training, Template, Agreement)
- Shared on (date)
- Attachment (file)
- Customer (link)
Slotwise team
- Name (text)
- Role (text)
- Email (text)
The parts behind this portal
Each one reads and writes the same records, so a form, its approval and the status page someone checks are one system. How Pory builds a portal
Collect
1 partFile attachments
Upload and view files on the record they belong to, not in a folder named FINAL v2.
Decide
1 partChecklists
A task list on each record, ticked off in its detail view, with progress shown. Use it for onboarding, inspections or opening duties.
Control
3 partsWho sees which records
Each person sees their own records, the ones assigned to them, or the ones they manage. Fields can be hidden per role. Pory sets this up from your description, and you can adjust it in the editor.
Passwordless sign-in
A sign-in link by email, by default. Password sign-in if you'd rather.
Your brand
Your domain, your colors, your logo. Members see you.
Frequently asked questions
A customer signs in with a link sent to their email and lands on Home. They see Home, My kickoff tasks, My documents, My onboarding projects, Key dates and Help center, and only the onboarding projects that are theirs. From there they can use “Upload document”.
You invite them. Each person gets a sign-in link by email, with no password to set, and lands in the role you chose for them.
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Build your customer onboarding portal with Pory
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